Definitive Materials Filed by Investment Companies. (497)
February 11 2014 - 4:10PM
Edgar (US Regulatory)
J.P. MORGAN U.S. EQUITY FUNDS
JPMorgan Disciplined Equity Fund
JPMorgan Small Cap Equity Fund
JPMorgan U.S. Research Equity Plus Fund
(All Share Classes)
(each, a series of JPMorgan Trust I)
(each, a Fund and
collectively, the Funds)
Supplement dated February 11, 2014
to the Prospectuses dated November 1, 2013, as supplemented
Effective January 24, 2014, the portfolio manager information for the Funds in the section titled Management in each Funds Risk/Return Summary was updated to include new
portfolio managers for each Fund. At this time, the information is further updated, and the information is deleted in its entirety and replaced by the following:
JPMorgan Disciplined Equity Fund
Management
J.P. Morgan Investment Management Inc.
|
|
|
|
|
Portfolio
Manager
|
|
Managed the
Fund
Since
|
|
Primary Title with
Investment Adviser
|
Raffaele Zingone
|
|
2002
|
|
Managing Director
|
Terence Chen*
|
|
2005
|
|
Managing Director
|
Steven G. Lee
|
|
2013
|
|
Managing Director
|
Aryeh Glatter
|
|
2014
|
|
Executive Director
|
*
|
Upcoming Portfolio Manager Change.
Terance Chen will be resigning from J.P. Morgan Investment Management Inc. (JPMIM) in the fourth quarter of 2014. Mr. Chen will
continue to serve on the portfolio management team of the Fund until such time.
|
In addition, the paragraph for the Fund in the
section of the Funds prospectuses titled The Funds Management and Administration The Portfolio Managers is hereby deleted in its entirety and replaced with the following:
JPMorgan Disciplined Equity Fund
The portfolio management team is led by Raffaele Zingone, Managing Director of J.P. Morgan Investment Management Inc. (JPMIM) and a CFA charterholder, Terance Chen, Managing Director of JPMIM and
a CFA charterholder, Steven G. Lee, Managing Director of JPMIM, and Aryeh Glatter, Executive Director of JPMIM. Mr. Zingone has been a portfolio manager in the U.S. Equity Group since 2000 and has been a JPMIM employee since 1991. Mr. Chen
has been a portfolio manager in the U.S. Equity Group since 2000 and has been a JPMIM employee since 1994. Mr. Lee has been a portfolio manager since 2013 and prior to that time he was a research analyst in the U.S. Equity Research Group.
Mr. Lee has been an employee of JPMIM since 2004. Mr. Glatter has been a portfolio manager on the Large Cap Value team since 2011 when he joined the firm. Prior to joining the firm in 2011, he was a portfolio manager at AllianceBernstein,
where he managed large cap equities from 2000 to 2009.
SUP-USEQ-PM-214
JPMorgan Small Cap Equity Fund
Management
J.P. Morgan Investment Management Inc.
|
|
|
|
|
Portfolio
Manager
|
|
Managed the
Fund
Since
|
|
Primary Title with
Investment Adviser
|
Don San Jose
|
|
2007
|
|
Managing Director
|
Christopher Jones
|
|
2013
|
|
Managing Director
|
Daniel J. Percella
|
|
2014
|
|
Executive Director
|
In addition, the paragraph for the Fund in the section titled The Funds Management and Administration The
Portfolio Managers is hereby deleted in its entirety and replaced with the following:
JPMorgan Small Cap Equity Fund
The portfolio management team is led by Don San Jose, Managing Director of JPMIM, Christopher Jones, Managing Director of
JPMIM and a CFA charterholder, and Daniel J. Percella, Executive Director of JPMIM and a CFA charterholder. Mr. San Jose joined the U.S. Small Cap Equity Group as an analyst in 2004 and became a portfolio manager in 2007. Mr. San Jose has
been employed by the firm since 2000. Mr. Jones is the chief investment officer of the U.S. Equity Growth and Small Cap team and has worked as a portfolio manager with JPMIM and its various affiliates (or their predecessors) since 1982.
Mr. Percella has been a portfolio manager since 2014, and prior to that time he was a research analyst on the Small Cap Active Core Team. Mr. Percella has been an employee of JPMIM since 2008.
JPMorgan U.S. Research Equity Plus Fund
Management
J.P. Morgan Investment Management
Inc.
|
|
|
|
|
Portfolio
Manager
|
|
Managed the
Fund
Since
|
|
Primary Title with
Investment Adviser
|
Terance Chen*
|
|
2010
|
|
Managing Director
|
Aryeh Glatter
|
|
2014
|
|
Executive Director
|
Raffaele Zingone
|
|
2014
|
|
Managing Director
|
*
|
Upcoming Portfolio Manager Change.
Terance Chen will be resigning from J.P. Morgan Investment Management Inc. (JPMIM) in the fourth quarter of 2014. Mr. Chen will
continue to serve on the portfolio management team of the Fund until such time.
|
In addition, the paragraph for the Fund in the
section titled The Funds Management and Administration The Portfolio Managers is hereby deleted in its entirety and replaced with the following:
JPMorgan U.S. Research Equity Plus Fund
The portfolio management team is led by
Terance Chen, Managing Director of JPMIM and a CFA charterholder, Aryeh Glatter, Executive Director of JPMIM, and Raffaele Zingone, Managing Director of JPMIM and a CFA charterholder. Mr. Chen has been a portfolio manager in the U.S. Equity
Group since 2000 and has been a JPMIM employee since 1994. Mr. Glatter has been a portfolio manager on the Large Cap Value team since 2011 when he joined the firm. Prior to joining the firm in 2011, he was a portfolio manager at
AllianceBernstein, where he managed large cap equities from 2000 to 2009. Mr. Zingone has been a portfolio manager in the U.S. Equity Group since 2000 and has been a JPMIM employee since 1991.
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